Lloyds Statements + Estate Agents Workflow
As an estate agent, you regularly handle Lloyds bank statements. Estate agents manage client money accounts, commission income, and office expenses — all requiring careful reconciliation for compliance.
BankScan AI: Lloyds to Excel for Estate Agents
BankScan AI converts Lloyds statements to Excel automatically — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
About Lloyds Statement Format
Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
Lloyds Statement Quirks
Lloyds uses DD MMM YY with single Payment/Receipt column with type indicators and running balance. Common issues: Transactions split across page breaks lose their date on the continuation page, standing order descriptions are truncated to 18 characters, and the balance brought forward row can be mistaken for a transaction. BankScan AI handles all of these automatically.
How Estate Agents Handle Lloyds Statements
When working with Lloyds statements, estate agents need to Estate agents reconcile client money accounts holding tenant deposits and rent, match commission income against completed property sales, and track office operating expenses. Client money accounts mus
Key terms you'll encounter: client money account, completion statement, exchange of contracts, CMP scheme, commission split.
How It Works
Upload Lloyds statement
Drag and drop your Lloyds PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands Lloyds's single Payment/Receipt column with type indicators and running balance and extracts every transaction with 99%+ accuracy.
Use in your estate agents workflow
Download Excel ready for Reapit, Alto by Vebra or direct analysis.
Lloyds + Estate Agents Features
- Transaction types (DD, — SO, BGC, FPO, FPI) are listed in a dedicated 'Type' column
- Balance brought forward — appears as the first row and must be excluded from transaction lists
- Built for Estate Agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
- Software compatible — Output works directly with Reapit, Alto by Vebra, Xero
Convert Lloyds Statements — Built for Estate Agents
Handles DD MMM YY dates, single Payment/Receipt column with type indicators and running balance, and PDF formats automatically.
Convert Lloyds Statements Free